Keystone Wealth Services’s Ingersoll Rand IR Stock Holding History

Keystone Wealth Services’s Portfolio IR Stock Details IR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$661K	Buy	8,064 +22	+0.3%	+$1.7K	0.12%	171
2026 Q1	$644K	Hold	8,042	–	–	0.14%	164
2025 Q4	$637K	Sell	8,042 -653	-8%	-$51.6K	0.13%	122
2025 Q3	$718K	Sell	8,695 -316	-4%	-$25.9K	0.16%	140
2025 Q2	$750K	Hold	9,011	–	–	0.18%	125
2025 Q1	$721K	Hold	9,011	–	–	0.2%	115
2024 Q4	$815K	Hold	9,011	–	–	0.22%	106
2024 Q3	$885K	Sell	9,011 -34	-0.4%	-$3.16K	0.24%	102
2024 Q2	$822K	Sell	9,045 -119	-1%	-$10.9K	0.26%	94
2024 Q1	$870K	Hold	9,164	–	–	0.28%	91
2023 Q4	$709K	Hold	9,164	–	–	0.24%	94
2023 Q3	$584K	Hold	9,164	–	–	0.22%	100
2023 Q2	$599K	Sell	9,164 -143	-2%	-$8.46K	0.22%	102
2023 Q1	$541K	Sell	9,307 -137	-1%	-$7.72K	0.22%	104
2022 Q4	$493K	Sell	9,444 -59	-0.6%	-$3.01K	0.22%	105
2022 Q3	$411K	Sell	9,503 -135	-1%	-$6.36K	0.19%	97
2022 Q2	$406K	Hold	9,638	–	–	0.18%	102
2022 Q1	$485K	Hold	9,638	–	–	0.19%	98
2021 Q4	$596K	Buy	+9,638	New	+$549K	0.24%	85

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keystone Wealth Services's IR Position: Q2 2026 in Review

Keystone Wealth Services increased its Ingersoll Rand (IR) stake by 0.27% in Q2 2026, buying an estimated $1.7K and bringing the position to 8,064 shares worth $661K. The position accounts for 0.12% of the portfolio, ranked #171.

Keystone Wealth Services first reported a position in IR in Q4 2021 and has held it in 19 quarters since. The position peaked at $885K in Q3 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Keystone Wealth Services held 8,064 shares of Ingersoll Rand worth $661K as of Q2 2026.
Keystone Wealth Services bought 22 Ingersoll Rand shares in Q2 2026, an estimated $1.7K.
Ingersoll Rand made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #171 holding.
Keystone Wealth Services first reported a position in Ingersoll Rand in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's Ingersoll Rand position peaked at $885K in Q3 2024.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.